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RICHARD WINDSOR

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RICHARD WINDSOR

Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.

Google vs. Amazon – Battle of the Home pt II.

Reply to this post           Alexa still ahead despite very poor performance. New data suggests that Google Assistant is even more...

Microsoft & Facebook – BFF

Reply to this post           I see Microsoft and Facebook creeping quietly together.  I continue to think that Facebook and Microsoft...

Etsy – Red flags.

Reply to this post           Etsy serves as a warning to Uber. The struggles of e-commerce player Etsy is yet another...

Snap Inc. – Snap in the box.

Reply to this post           Facebook keeps Snap Inc. in its box. Despite launching in August 2016, Instagram Stories has been...

Digital Car – Sitting ducks pt. II

Reply to this post           The best automotive infotainment unit is the one in my pocket A car maker with a...

Facebook – Soft target

Reply to this post           Facebook chasing broadcast rather than Netflix or YouTube. Facebook’s move into Media Consumption is well underway...

Tencent – Feathering the nest

Reply to this post           Rovio could help Tencent spread its wings. Rovio is almost certainly past its prime but it...

Airbnb – American losing streak

Reply to this post           Airbnb unlikely to win in China. Airbnb, like Uber and Amazon before it, has fight on...

Facebook – Dial M pt. II

Reply to this post           Very little AI in the assistant that has launched. Now that Facebook’s digital assistant is available...

E3 2017 – Glaring omission

Reply to this post           Very little interest in mobile gaming at E3. E3 is the biggest trade show for the...